How wealthy families use grantor trusts, dynasty trusts, offshore structures and shell companies to legally protect billions ...

Trusts are the invisible, highly secure vaults where generational wealth quietly compounds away from taxes, lawsuits, and ...

Estate tax planning experts and many affluent taxpayers are aware of the multiple advantages of what are known in the technical jargon as "Intentionally Defective Grantor Trusts" (IDGTs), which are ...

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

The IRS has ruled that for federal estate tax purposes a long-used basis adjustment under Sec. 1014 generally doesn’t apply to the assets of an irrevocable grantor trust that aren’t included in the ...

The estate planning process can be one of the most tedious and frustrating parts of developing a comprehensive financial plan. And, this can be particularly true for wealthy individuals. It took a lot ...

Do you have assets that have dropped in value, but you expect those assets to recover over the next two or more years? Would you like to transfer some or all of that expected appreciation to your ...

Both grantor and grantee can come with a variety of meanings, depending on the context. When it comes to the world of real estate transactions, the terms can apply to a few different situations.

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Marguerita is a Certified Financial Planner (CFP), Chartered ...